MONECO Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
120,405
+41,543
| +53% | +$975K | 0.26% | 89 |
|
|
2025
Q1 | $1.86M | Buy |
78,862
+24,309
| +45% | +$572K | 0.19% | 117 |
|
|
2024
Q4 | $1.29M | Buy |
54,553
+15,983
| +41% | +$377K | 0.14% | 152 |
|
|
2024
Q3 | $914K | Buy |
38,570
+14,796
| +62% | +$351K | 0.11% | 166 |
|
|
2024
Q2 | $558K | Buy |
23,774
+13,103
| +123% | +$308K | 0.08% | 221 |
|
|
2024
Q1 | $252K | Sell |
10,671
-275
| -3% | -$6.51K | 0.04% | 348 |
|
|
2023
Q4 | $262K | Buy |
+10,946
| New | +$262K | 0.05% | 315 |
|